Cutler Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cutler Investment Counsel’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$652K	Buy	8,458 +750	+10%	+$55K	0.06%	96
2026 Q1	$521K	Hold	7,708	–	–	0.05%	107
2025 Q4	$509K	Hold	7,708	–	–	0.05%	103
2025 Q3	$503K	Sell	7,708 -750	-9%	-$48.2K	0.05%	100
2025 Q2	$525K	Buy	8,458 +368	+5%	+$21.6K	0.06%	99
2025 Q1	$472K	Sell	8,090 -335	-4%	-$20.8K	0.06%	101
2024 Q4	$525K	Sell	8,425 -265	-3%	-$17K	0.07%	97
2024 Q3	$542K	Buy	8,690 +15	+0.2%	+$905	0.07%	92
2024 Q2	$508K	Hold	8,675	–	–	0.07%	89
2024 Q1	$527K	Sell	8,675 -4,110	-32%	-$233K	0.07%	90
2023 Q4	$709K	Buy	12,785 +4,080	+47%	+$207K	0.1%	82
2023 Q3	$436K	Sell	8,705 -80	-0.9%	-$4.19K	0.07%	97
2023 Q2	$459K	Sell	8,785 -140	-2%	-$6.96K	0.07%	98
2023 Q1	$447K	Sell	8,925 -100	-1%	-$5.09K	0.07%	95
2022 Q4	$437K	Buy	9,025 +3,005	+50%	+$145K	0.07%	97
2022 Q3	$264K	Hold	6,020	–	–	0.04%	109
2022 Q2	$272K	Hold	6,020	–	–	0.04%	114
2022 Q1	$323K	Buy	6,020 +485	+9%	+$25.8K	0.04%	114
2021 Q4	$313K	Buy	5,535 +195	+4%	+$10.9K	0.05%	85
2021 Q3	$281K	Hold	5,340	–	–	0.04%	87
2021 Q2	$287K	Hold	5,340	–	–	0.04%	85
2021 Q1	$278K	Hold	5,340	–	–	0.05%	84
2020 Q4	$245K	Sell	5,340 -50	-0.9%	-$2.11K	0.04%	85
2020 Q3	$200K	Buy	+5,390	New	+$202K	0.04%	88
2016 Q2	–	Sell	-14,695	Closed	-$424K	–	81
2016 Q1	$424K	Buy	+14,695	New	+$393K	0.13%	59

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cutler Investment Counsel's IJH Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.7% in Q2 2026, buying an estimated $55K and bringing the position to 8,458 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #96.

Cutler Investment Counsel first reported a position in IJH in Q1 2016 and has held it in 25 quarters since. The position peaked at $709K in Q4 2023. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cutler Investment Counsel held 8,458 shares of iShares Core S&P Mid-Cap ETF worth $652K as of Q2 2026.
Cutler Investment Counsel bought 750 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Cutler Investment Counsel's portfolio in Q2 2026, its #96 holding.
Cutler Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 25 quarters since.
Cutler Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $709K in Q4 2023.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.